Treasure Coast Financial Planning

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Vero Beach, FL
CIK
0001911307
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 38 143,043 13F-HR 5/4/2023 000191130723000002 Treasure Coast Financial Planning
Q4 2022 38 134,020 13F-HR 2/6/2023 000191130723000001 Treasure Coast Financial Planning
Q3 2022 32 124,593 13F-HR 11/2/2022 000191130722000004 Treasure Coast Financial Planning
Q2 2022 32 129,114 13F-HR 8/2/2022 000191130722000003 Treasure Coast Financial Planning
Q1 2022 33 130,439 13F-HR 5/9/2022 000191130722000002 Treasure Coast Financial Planning
Q4 2021 32 129,302 13F-HR 2/15/2022 000191130722000001 Treasure Coast Financial Planning